MYLEDGER Accounting preparation
Reconciliation
The AutoRecon grid where each bank line is coded, commented, split and reviewed, with transfer detection, bulk actions you can undo, evidence beside each line and ATO comparisons.
Who it is for
Accountants and bookkeepers coding and reviewing client bank transactions.
Features in Reconciliation
AutoRecon grid
The workspace where each bank line is coded, commented, split, filtered and reviewed, with undo, a status bar and keyboard shortcuts.
VideoTransfer detection
Matching transfers between the client's own accounts are detected for you to confirm or dismiss.
VideoSplit transactions
Split one bank line across several accounts and amounts, and revert the split if needed.
VideoBulk actions with undo
Code, comment or delete many lines at once, with a drawer of recent bulk actions you can undo.
Evidence beside each line
See an evidence indicator and preview on each bank line, and link receipts or documents to it.
VideoReconciliation progress
See how many lines are reviewed and unreviewed, an estimate of remaining work and the AI work still to run.
ATO comparison panel
Compare ATO account activity with the ledger and get a prompt to import anything missing.
Coding memory
MYLEDGER remembers how you coded transactions for each client and suggests the same coding on new ones.
Reconciliation improvement insights
Anonymous usage events show where reconciliation work slows down, so the product can be improved.
More from MYLEDGER
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
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